Superannuation

The complexities of superannuation require specialist advice. We provide a dedicated super service, led by Amanda, who has over 15 years of self-managed super fund (SMSF) experience.

SMSF

We can help you establish a SMSF as well as give you peace of mind knowing that all your compliance needs are covered for the life of the fund. Our goal is to make the complex simple.

Initially, we can advise you on establishing your fund, the trustee and your responsibilities. Then, we can arrange all the documents and registrations for you. Once established, you control the assets completely. We assist with administration and you seek your own investment advice. You might like to meet with our Wealth Creation team for guidance.

LRBAs

Do you need to understand how LRBAs work? Limited recourse borrowing arrangements (LRBAs) are complicated, with both positives and negatives. We can help you identify the costs and whether they suit your wealth creation strategy.

We Can Assist With

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SMSF

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LRBAs

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Estate planning

Superannuation

The complexities of superannuation require specialist advice. We provide a dedicated super service, led by Amanda, who has over 15 years of self-managed super fund (SMSF) experience.

SMSF

We can help you establish a SMSF as well as give you peace of mind knowing that all your compliance needs are covered for the life of the fund. Our goal is to make the complex simple.

Initially, we can advise you on establishing your fund, the trustee and your responsibilities. Then, we can arrange all the documents and registrations for you. Once established, you control the assets completely. We assist with administration and you seek your own investment advice. You might like to meet with our Wealth Creation team for guidance.

LRBAs

Do you need to understand how LRBAs work? Limited recourse borrowing arrangements (LRBAs) are complicated, with both positives and negatives. We can help you identify the costs and whether they suit your wealth creation strategy.

We Can Assist With

R

SMSF

R

LRBAs

R

Estate planning

Our advice is independent and fact-based, thanks to our expertise in this area. You decide whether or not you want to explore LRBAs.

TALK TO US TODAY TO SEE HOW WE CAN HELP

Maximise

Obviously strategic tax advice is critical to maximising your super benefits. We confidently and competently help you with any queries, and actively review your optimal position each year when we undertake your annual compliance requirements.

We can also guide you in the benefits and requirements of income streams, transition to retirement income stream (TRIS) and lump sum payments.

Estate planning

Another critical area of superannuation is estate planning. Litigation is on the rise because of a lack of suitable protection and planning to ensure assets go to beneficiaries. We understand the importance and sensitivities of estate planning and how these relate to super. We can work with solicitors to ensure your assets transition to the next generation as you desire.

Active involvement

We notify you of any legislative developments which could impact on your situation. We are actively involved with you in managing your fund.